Marah Fineberg-Kuck

Current Employers

Employment History

• 12/2011 → 11/2016
  Wells Fargo Advisors
  Long Beach, CA
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 09/2022 → Present
  Private Client Services, Llc
  Seal Beach, CA
• 09/2022 → Present
  Fineberg Financial Management, Llc
  Seal Beach, CA

Previous Registrations

• 2011-12-19 → 2022-09-27
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
  Seal Beach, CA
• 2009-10-23 → 2011-12-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hermosa, CA
  Torrance, CA
  Seal Beach, CA
  Palos Verdes Estates, CA
  Newport Beach, CA
• 2005-03-07 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Palos Verdes Estates, CA
  Hermosa, CA
  Torrance, CA
  Newport Beach, CA
  Newport Beach, CA
  Huntington Beach, CA
  Seal Beach, CA

Other Businesses

1) Fineberg Financial Management LLC. 3020 Old Ranch Parkway, Suite #300, Seal Beach, CA 90740. RIA. 4 hrs/mo; 1 during trading hrs. 2) Women's Symposium. 1198 E. Pacific Coast Hwy, Suite D104, Seal Beach, CA 90740. Nonprofit with a mission to empower women through financial literacy and steam field awareness. Hosts educational events. President, executive director, treasurer, co-chair of program, board member with a giving participation goal. 3 hrs/mo; 0 during trading hrs. 3) The Financial Planning Association of Orange County. 1290 Broadway, Suite 1625, Denver, CO 80203. Financial planning association provides continued education and resource to financial advisors and CFPs. Member, community outreach committee pro-bono volunteer providing financial guidance pro bono general to the public during financial planning day. 1 hr/mo; 0 during trading hrs. 4) Fineberg Financial Management, Marah Fineberg registered rep. Insurance sales with multiple carriers. Insurance sales. 5 hrs/mo; 5 during trading hrs. 5) Pacific Southwest Financial, A Capitas Financial Partner. (AKA Capitas Financial). 21800 Burbank Blvd, Ste 200, Woodland Hills, CA 91367. IMO-I have my own E&O insurance (MKF). Insurance agent (service existing fixed contracts), broker changers, potential new fixed business. 4 hrs/mo; 1 during trading hrs. 6) The Annuity Consultants. 2683 Via De La Valle, Del Mar, CA 92014. IMO-I have my own E&O insurance. (MFK). Insurance agent (service existing fixed contracts), broker changes, potential new fixed business. 2 hrs/mo; 1 during trading hrs. 7) SIFMA Foundation: Stock Market Game. 140 Broadway, 35F, New York, NY 10005. Interest to bringing the Stock Market Game to local community-Financial literacy volunteer or for an hourly fee through FFM (donated). Volunteer, market, and present 8 week financial literacy investing program to public, prospects, and local schools. 5 hrs/mo; 0 during trading hrs. Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-09
• S63 Uniform Securities Agent State Law Examination
  2003-02-12

Designations

Other Names

• Marah Beth Fineberg
• Marah Beth Fineberg